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True Wealth Design’s M/I Homes MHO Stock Holding History

True Wealth Design’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.9K Hold
167
– – 0.01% 711
2026
Q1 		$20.4K Hold
167
– – 0.01% 708
2025
Q4 		$21.4K Hold
167
– – 0.01% 586
2025
Q3 		$24.1K Hold
167
– – 0.01% 544
2025
Q2 		$18.7K Buy
167
+38
+29% +$4.13K 0.01% 402
2025
Q1 		$14.7K Buy
+129
New +$15.8K 0.01% 397
2024
Q4 		– Sell
-1
Closed -$172 – 1459
2024
Q3 		$172 Buy
+1
New +$152 ﹤0.01% 1205

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

True Wealth Design's MHO Position: Q2 2026 in Review

True Wealth Design held its M/I Homes (MHO) position steady in Q2 2026 at 167 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #711.

True Wealth Design first reported a position in MHO in Q3 2024 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • True Wealth Design held 167 shares of M/I Homes worth $26.9K as of Q2 2026.
  • True Wealth Design left its M/I Homes share count unchanged in Q2 2026.
  • M/I Homes made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #711 holding.
  • True Wealth Design first reported a position in M/I Homes in Q3 2024 and has held it in 7 quarters since.
  • 351 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.